You Don’t Need to Be Salesy: A Relationship-First Approach to Business Development for CPAs
Presented by Nicole Hopkins
1 CPE
Thursday, May 21, 2026
Location Details:
Online via Zoom (link to be sent out within 12 hours before the meeting)
Time:
11:00 – 11:50 AM Pacific
Event Details:
Most CPAs and accountants don’t struggle with expertise. They struggle with generating business in a way that feels natural and not overly “salesy.” This session reframes business development as a relationship-driven discipline, not a transactional skill, showing how trust, not pitching, drives revenue growth. Attendees will learn a practical, repeatable system for building meaningful relationships through consistent touchpoints, turning everyday conversations into opportunities without discomfort, and developing a strong network of centers of influence that consistently generate referrals. By shifting from reactive, inbound reliance to a proactive yet authentic approach, CPAs and accountants will leave equipped to grow their book of business in a way that aligns with their strengths and builds long-term client loyalty.
Cost:
$12 for members
$23 for non-members
Free for students!
(Cost is inclusive of the new WA sales tax on live presenations.)
Registration closes at 5 pm on Wednesday, May 20, 2026.
Please email [email protected] if you have any questions.